Thursday, 18 September 2014

All Over Bar the Shouting ?: My Predictions for the 2014 New Zealand General Election

John Key stands by his Education Minister

So it's come to this, has it ?

Having made extravagant promises in previous posts about completing a detailed Two-Parter analysing Poll support for each party in the 18-month run-up to the last two Elections and then, building on that analysis, providing an overview of polling trends over the last 18 months and applying the lessons from 2008 and 2011 in order to get to grips with where we are now, I suddenly find that the Election is upon us. All too late.

So instead: here are my predictions and a brief analysis comparing 2014/2011/2008 monthly and weekly poll averages. 

First, in Table 1, I've calculated the monthly poll averages for each Party/Bloc for 2014. I've then calculated the difference between these 2014 Monthly averages and the Monthly averages for the same point out from the 2011 Election. (The 2011 Election was held in late November, so the April 2014 average is compared with the June 2011 average. The May 2014 average is compared with the July 2011 average and so on.....) That, in turn, allows me to calculate what percentage each Party/Bloc would have received had (1) an Election been held in that particular Month (of 2014) and (2) the disparity between the Monthly Poll Average and the actual Election result been the same as in 2011.

You can see from Table 1 that, if we assume the polls this year are out by the same margin as they were in 2011, then in 2014 the Opposition Bloc  has consistently been well ahead of the (1)Right Bloc (ie the Right excluding Colin Craig's Conservatives). And from April through to August, the Opposition Bloc has always either been leading the (2)Right Bloc ( ie including the Cons) or has been level. In other words, if the polls this year diverge from the 2014 election result to precisely the same degree that they did in the run-up to the last Election, then the Opposition Bloc (assuming Peters decided to join the Left) has been dominant throughout this year. Despite all the hyperbolic MSM rhetoric suggesting Labour is Dog Tucker and it's All over Bar the Shouting, the Opposition Bloc has, in fact, been the more likely to win this year - if you take into account / control for the consistent over-stating of National and Right Bloc support in 2011.

Table 2 provides similar data for the weeks immediately preceding the Election. Once again, you can see that the Opposition Bloc has, over the last few weeks,  remained well ahead of the Right Bloc (excluding the Conservatives) if we assume the same poll-election result disparities that occurred in 2011.

Tables 3 and 4 do the same thing, but based on the assumption that the poll-election result disparities are the same as those at the 2008 Election. You can see that, under this scenario, the Opposition Bloc has been trailing the Right Bloc (whether including or excluding Colin Craig's Conservatives) for most of the year.





The Left would want to hope, then, that the 2014 Polls are out by a similar margin to the disparity in 2011 rather than 2008.

    Table 1: Percentages that Parties / Blocs should have expected to          
receive if an Election was held in that particular month of 2014 - and if     
 Monthly Poll Average-Election Result disparity was the same as in      
2011                                                                                                              
  Party/Bloc              April          May          June          July          August    
  Labour                      26              27             26             27              25        
  Green                       18               14             14             13              13        
  Left                          46               43             43             43               41      
  NZF                          11              10              8                9                10      
  Opposition Bloc       56              52              50             51               50     
                                                                                                                     
  National                   40              43              44             43               43       
  (1)Right Bloc           40              44              45             44               44      
  (2)Right Bloc           44              49              50             48               50      
                                                                                                                     


  Table 2: Percentages that Parties / Blocs should have expected to receive if an Election was held in that particular week - and if Weekly Poll        
Average-Election Result disparity was the same as in 2011                     
  Party/Bloc       4-5 weeks out         3-4 w/o          2-3 w/o         1-2 w/o     
  Labour                     23                       24                  25                   25        
   Green                      15                       13                  12                   12       
   Left                         41                       40                  39                   39       
   NZF                         9                         10                   9                   10       
   Opposition Bloc      50                       50                  48                  49       
                                                                                                                     
  National                   42                       42                   45                  43      
  (1)Right Bloc           45                       44                   46                  45      
  (2)Right Bloc           51                       50                   52                  51      
                                                                                                                    




 Table 3: Percentages that Parties / Blocs should have expected to receive if an Election was held in that particular month - and if Monthly Poll     
Average-Election Result disparity was the same as in 2008                   
   Party/Bloc             April          May          June          July           August  
   Labour                     31             33              29             25                25     
    Green                      13             11              12             13                13    
     Left                        48             46              44             41                41    
    NZF                          6               5                4               5                  6    
    Opposition Bloc       54            51               48            45                46    
                                                                                                                     
  National                      39           40                45           47                46    
  (1)Right Bloc              43           45                49           51                49   
   (2)Right Bloc             45           47                51           52               52    
                                                                                                                   


  Table 4: Percentages that Parties / Blocs should have expected to receive if an Election was held in that particular week - and if Weekly Poll         
Average-Election Result disparity was the same as in 2008                      
  Party/Bloc         4-5 weeks out         3-4 w/o         2-3 w/o        1-2 w/o     
  Labour                       24                       25                24                 26          
    Green                       13                       11                12                  11        
     Left                         40                       39                38                  39        
    NZF                           7                        6                   7                    7        
    Opposition Bloc       46                      45                 45                  46      
                                                                                                                     
   National                     44                      46                 47                  47      
   (1)Right Bloc             49                      50                 50                  48      
   (2)Right Bloc             52                      53                 53                  52      
                                                                                                                    



I wanted to set out the 2014/2011/2008 differences for the parties for each month this year to show where we are relative to the previous two elections. But it looks like I'll only have time to do it for the week that's just finished (polls taken between 7 and 14 days before the respective elections).

So below you can see that Labour's poll average last week was 24.3% and that was 2.3 points down on the same point (1-2 weeks out) in 2011 and 8.5 points down on the same point in 2008.

Similarly, National's currently polling 3.9 points below where they were at the same point in 2011, but 2.2 points above the same point in 2008. Most importantly, the Opposition Bloc's up (on both previous elections) and the Right Bloc (sans the Cons) are well down on 2011 (- 5.7 points). Once again, given the significant over-stating of Right Bloc support in the run-up to the 2011 Election, if the poll disparities remain the same as at the last Election then you can basically reverse the 49.5% (Right excluding the Conservatives) and the 46.1% of the Opposition Bloc. As Table 2 shows (1-2 w/o), it would be 49% Opposition Bloc / 45% Right Bloc (minus the Cons). Which is why I think it's crucial for the chances of a Left-NZF Coalition that Colin Craig's Conservatives fail to reach the threshold.

  Poll Averages for 1-2 weeks out from 2014 Election compared to Poll   
 Averages at same point (1-2 weeks out) in 2008 and 2011                       
                        2014            14-11            14-08            2011          2008    
  Labour           24.3             - 2.3              - 8.5              26.6          32.8    
  Green            13.3             + 0.6              + 4.3             12.7          9.0      
  Left               39.2              - 0.9               - 2.6             40.1         41.8    
  NZF               6.9               + 3.4              + 3.1              3.5           3.8    
  Oppo Bloc    46.1              + 2.5              + 0.5             43.6         45.6   
                                                                                                                   
  National        47.7              - 3.9               + 2.2             51.6        45.5    
(1)Right Bloc  49.5              - 5.7                   -                55.2           -      
(2)Right Bloc   53.5             - 2.3               + 0.2             55.8        53.3   
                                                                                                                  
  


My Final Result predictions - in percentage terms.

Unfortunately, I think both ACT and UF will win their respective electorates - Epsom and Ohariu (sorry Rosie). Flavell will also take Waiariki, though not by the substantial margin that a recent poll predicted. (The polls always overstate both his support and the gap back to Annette Sykes). You may think I have the Greens a little low, but there are good reasons for that (which I might go into after the Election's done and dusted). Also pays to remember that the Election Night percentages are, of course, by no means the final result. You'd expect, for example, to see the Greens vote rise once those overseas votes flow in.

If the Conservatives cross that threshold then it's all over rover as far as I'm concerned. If they don't then it'll be a close-run thing as to whether Winnie holds the balance of power or we end up with the status-quo (the Nats being able to govern with their wee helpers). But, as my prediction suggests, I'm guessing that - in the event of Craig falling at the last hurdle - it's slightly more likely that Winnie will, indeed, be Kingmaker.

                          My Predictions for 2014 Election                                      
     Labour                  25.2                                                                          
     Green                    12.1                                                                          
     IMP                        2.1                                                                           
     Left                        39.4                                                                         
     NZF                         8.1                                                                          
     Oppo Bloc             47.5                                                                          
                                                                                                                    
     National                 45.2                                                                         
     Maori                     0.8                                                                          
     ACT                        0.6                                                                          
     United Future        0.5                                                                          
     (1)Right                  47.1                                                                        
     Cons                       4.7                                                                           
     (2)Right                  51.8